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Portfolio (Quarterly) Guide ↗

Probity Advisors, Inc.

· CIK 0001676603
13F Portfolio $699M AUM 232 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 10 New 82 Added 127 Reduced 10 Exited
Page 1 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IJS ISHARES TR 169,228.0 $23.1M 3.31% -4K -2.3% $136.68 +1.1%
2 SPYG SPDR SERIES TRUST 142,395.0 $16.9M 2.42% -2K -1.6% $118.99 +1.1%
3 SPYV SPDR SERIES TRUST 275,176.0 $16.7M 2.39% -3K -1.0% $60.79 +4.6%
4 SPDW SPDR INDEX SHS FDS 320,953.0 $16.2M 2.31% -11K -3.2% $50.39 +3.2%
5 IEMG ISHARES INC 177,878.0 $14.7M 2.11% -4K -2.2% $82.84 -1.4%
6 LRCX LAM RESEARCH CORP Technology 24,296.0 $10.5M 1.51% -8K -25.1% $433.34 -28.6%
7 MSFT MICROSOFT CORP Technology 18,095.0 $6.7M 0.96% -746.0 -4.0% $373.01 +29.7%
8 SLYV SPDR SERIES TRUST 53,973.0 $5.9M 0.84% -3K -5.0% $109.11 +1.1%
9 SPEM SPDR INDEX SHS FDS 113,514.0 $5.9M 0.84% -5K -4.0% $51.78 +1.2%
10 SLYG SPDR SERIES TRUST 44,748.0 $5.3M 0.76% -1K -2.3% $119.13 -2.9%
11 AVGO BROADCOM INC Technology 12,155.0 $4.6M 0.66% -840.0 -6.5% $377.76 -2.5%
12 VBK VANGUARD INDEX FDS 12,040.0 $4.4M 0.63% -1K -8.2% $365.69 -2.2%
13 IDEV ISHARES TR 48,002.0 $4.3M 0.61% -1K -2.9% $89.01 +4.7%
14 TXN TEXAS INSTRS INC Technology 13,763.0 $4.1M 0.59% -2K -14.9% $298.07 -11.2%
15 GS GOLDMAN SACHS GROUP INC Financial Services 3,706.0 $3.7M 0.54% -320.0 -8.0% $1011.40 +0.3%
16 AMD ADVANCED MICRO DEVICES INC Technology 6,141.0 $3.6M 0.51% -1K -14.3% $580.91 -19.4%
17 IBDT ISHARES TR 134,177.0 $3.4M 0.48% -278K -67.5% $25.25 -0.2%
18 ANET ARISTA NETWORKS INC Technology 19,764.0 $3.4M 0.48% -2K -9.2% $169.88 +9.8%
19 CSCO CISCO SYS INC Technology 27,871.0 $3.3M 0.47% -4K -11.3% $117.46 -5.1%
20 EFA ISHARES TR 31,376.0 $3.3M 0.47% -2K -5.0% $103.88 +4.1%
Page 1 of 7  ·  127 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Healthcare 13.5%
Financial Services 11.3%
Industrials 8.2%
Consumer Cyclical 7.3%
Consumer Defensive 6.4%
Communication Services 5.9%
Utilities 4.1%
Energy 3.6%
Real Estate 2.9%